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Why Does the Matter Dashboard not Match the Amount in Draft Bills?

Objective:

  • Determine why a Matter's work in progress / Draft amount is different than the Draft bill total in the Bills tab

Environment:

  • Manage

Additional Information:

  • n/a

Answer:

A discount has been applied to the bill(s).

If you wish to update the Work in progress amount, edit the Draft bill(s) and adjust line item Qty. or Rate (with Update Records checked) instead of using discounts. 

 

Edit_invoice__104___Clio_2022-01-20_17-24-19.png

 

 

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